Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.85K+ 1.06% |
$62.5K - $69.8K
|
176K
$7.02M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.7K+ 4.18% |
$395K - $441K
|
291K
$11.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
527KNew |
$17.8M - $19.9M
|
527K
$21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.14K- 3.28% |
$106K - $119K
|
92.6K
$3.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2K+ 41.86% |
$750K - $837K
|
75.1K
$2.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
5.52K+ 2.74% |
$187K - $209K
|
207K
$8.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-26.2K- 34.82% |
$887K - $990K
|
49.1K
$1.95M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-405- 0.5% |
$13.7K - $15.3K
|
80K
$3.19M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7.18K+ 0.79% |
$243K - $271K
|
918K
$36.6M
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
208KNew |
$7.11M - $7.78M
|
208K
$8.29M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 1.05% |
$34.1 - $37.4
|
96
$3.82K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19.7KNew |
$672K - $736K
|
19.7K
$784K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-2.22K- 2.54% |
$75.7K - $82.9K
|
85K
$3.38M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.77KNew |
$94.5K - $103K
|
2.77K
$110K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-9.31K- 57.64% |
$318K - $348K
|
6.84K
$272K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-369- 37.39% |
$12.6K - $13.8K
|
618
$24.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-73- 0.91% |
$2.49K - $2.73K
|
7.93K
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.94KNew |
$237K - $259K
|
6.94K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 20.75% |
$386K - $422K
|
43.2K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.06KNew |
$36.3K - $39.7K
|
1.06K
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.32K+ 3.73% |
$45K - $49.3K
|
36.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$253K - $277K
|
7.42K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.12% |
$512 - $560
|
12.9K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
859New |
$29.3K - $32.1K
|
859
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-239K- 49.64% |
$8.16M - $8.93M
|
243K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.52K+ 5.06% |
$85.9K - $94K
|
52.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152K- 8.72% |
$5.2M - $5.69M
|
1.6M
$63.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.3KNew |
$863K - $944K
|
25.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.3KNew |
$421K - $461K
|
12.3K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.6KNew |
$941K - $1.03M
|
27.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.77K+ 12.72% |
$60.3K - $66K
|
15.6K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.66KNew |
$296K - $324K
|
8.66K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-777- 2.29% |
$26.5K - $29K
|
33.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-451- 74.18% |
$15.4K - $16.8K
|
157
$6.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-28- 1.16% |
$956 - $1.05K
|
2.38K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
181KNew |
$6.16M - $6.74M
|
181K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
243New |
$8.29K - $9.08K
|
243
$9.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
27New |
$922 - $1.01K
|
27
$1.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-398- 82.06% |
$13.6K - $14.9K
|
87
$3.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.7KNew |
$842K - $922K
|
24.7K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.63KNew |
$124K - $136K
|
3.63K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
16.2KNew |
$552K - $604K
|
16.2K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
12New |
$410 - $448
|
12
$478
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-61- 42.36% |
$2.08K - $2.28K
|
83
$3.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-45.8K- 98.32% |
$1.56M - $1.71M
|
780
$31.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
14.7KNew |
$501K - $548K
|
14.7K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
90+ 1.03% |
$3.07K - $3.36K
|
8.79K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.1KNew |
$208K - $228K
|
6.1K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
149New |
$5.09K - $5.57K
|
149
$5.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
339New |
$11.6K - $12.7K
|
339
$13.5K
|
|